# Seaport Reiterates Nvidia Sell Rating, Flags $250 Billion in Commitments

By Enna Lee

Canonical URL: https://www.tokenpost.com/news/investing/39516
Published: 2026-10-24T01:39:50.000Z
Updated: 2026-10-24T01:39:50.000Z
Section: Investing

> Competition and data-center construction constraints were also concerns.

Seaport Research Partners analyst Jay Goldberg reiterated the firm’s Sell rating on Nvidia, identifying $250 billion in commitments as one of several concerns alongside competition and data-center buildout constraints.